Imtiyaz Muhamed Nathoo

Employer firm

Eagle's Crest Advisors, LLC CRD 335252

$65.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 03/2026
  Charles Schwab & Co., Inc
  Orlando, FL
• 05/2012 → 03/2026
  Schwab Wealth Advisory Inc
  Orlando, FL
• 03/2026 → Present
  Eagle's Crest Advisors, Llc
  Sanford, FL

Previous Registrations

• 2012-06-21 → 2026-03-25
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2012-02-22 → 2012-06-21
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL

Other Businesses

1) Retreat at Oregon Home Owners Association | Investment Related:No|Other|President|11/7/2025|Less than 20|0|Ensuring the well being of the community and participating in meetings several times a year. No financial services or investment related responsibilities besides choosing landscaping vendors.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-12

Designations

• Certified Financial Planner

Other Names

• Imtiyaz M Nathoo